Field service
On requestHousecall Pro only opens its API to shops on its MAX plan, and the connection here is built around that. When it is on, a finished call can become a customer, a service address, and a job in the tool your office already dispatches from.
On request. Not live yet. The connection exists but has not been proven on a real Housecall Pro account. We enable and test it with you during setup, and only a shop on MAX can use it.
After the call ends: the caller’s name, mobile number, and email, then the service street, unit, city, province, and postal code, then a job with notes that hold the title, the call summary, each item with brand and issue, the priority, the booked window if there is one, and the Right On Call call id. The lead source is set to Right On Call.
The customer is matched on phone number or email and only reused when one really matches, so a job is never filed under a neighbour. Otherwise a customer is created. The service address is added if it is new. Then a job is created on that customer and address.
No technician is assigned and no schedule is set. Who goes, and when, stays your decision in Housecall Pro. The booked window rides along in the job notes.
A call you answer yourself never reaches Right On Call, so nothing is written. A call the receptionist takes writes to Housecall Pro right after it ends.
Same write at any hour. The overnight call is an unassigned job with its notes, waiting for the office.
We do this with you, because it has not been proven on a live account yet.
Housecall Pro gives API access only on its MAX plan.
In Housecall Pro, an admin opens My Apps, then API Key Management, and generates a key with Full access.
Paste the key into the Housecall Pro card on the Right On Call Integrations page and Save. The key is checked with Housecall Pro before it is stored, and it is stored encrypted.
We make a test call and check the customer, address, and job in Housecall Pro before it handles real calls.
Because it has not yet run against a real Housecall Pro account. We would rather switch it on with you and test it than call it live before it has been proven.
Housecall Pro only offers API access on MAX. Without it there is no key to generate.
It looks for an existing customer by phone number or email first and reuses it only when one matches. A caller who matches neither is created as a new customer.
